Software Intermediate/Advanced User

The Software Intermediate/Advanced User learning track is for those comfortable with the basics and who want to take their user experience to the next level.

1-Step Sales Process

Why spend time on the road, when properties can be measured from the comfort of home or in the office? Discover how to increase closings by more than 40%, just by providing accurate estimates using our 1-Step Sales™ approach.

Measure, price, capture images, email proposal and close a sale in under two minutes. It’s possible! Learn how using this game-changing technology and technique.

Automated Calling Campaigns with TCN

Learn to communicate with customers quickly, easily and cost-effectively by teaming up with Real Green Systems’ telecommunication partner, TCN. Reach out to clients with customized voice messages, recorded by you, to inform them about services, upsells, collections and service follow-ups. These are just a few examples of what can be done with this powerful system. There are other available ways to electronically communicate with customers using this cloud-based solution. Discover how to take advantage of the wide range of features that are as effective as they are easy to use.

Building “Time and Material” Services

Work orders are critical to the operations of many service businesses, including landscaping, HVAC or any service that requires multiple services or visits to be applied on a single invoice. With Service Assistant and Mobile Live, work orders are set up to be a line item billing system that allows for easy management of long-term, multi-visit jobs. Find out how they work in this session.

Commission Reports

This sleek reporting system reduces time and improves the accuracy of your reporting for commission-based staff. Discover how to use it here.

Customer Assistant Websites (CAW) 201

This session builds on the information presented in Customer Assistant™ Websites – Administrative Training, and demonstrates additional ways CAW may be used to grow your business through upsells along with integrating automated marketing communications and referrals.

General Ledger

You really don’t have to be a certified public accountant to use the Service Assistant General Ledger. Find out in layman’s terms how your transactions (production, payments, adjustments, installments) get reported to your accounting program.

I didn’t know that!

Service Assistant® is a huge program with many available screens and options. It’s easy to forget or miss something either from training or in learning how to use a new update. In this session, learn shortcuts as well as tips and tricks with the software that make it super easy to run your business.

Think you already know Service Assistant® inside and out? You’ll think again after this session.

Mail Merge – Custom Report Writer

There are over 130 different reports available from Service Assistant®. With that many choices, it’s hard to believe the one you want isn’t there. However, you may need hybrid information from your system. Mail Merge is an extremely powerful and flexible tool to provide the answers you need. This session will describe how to use Mail Merge to get the exact information your are looking for.

Measurement Assistant 101 – Feature New Maps for FASTER Response

Measurement Assistant has brand new maps. That means faster load times, which equals more measurements in less time.

In this introduction to Measurement Assistant®, see how to measure a property in minutes without ever visiting the site. Save on fuel and labor costs while closing more sales in less time using this app. You will also learn more advanced features of Measurement Assistant, including how to generate and email a custom proposal, complete with a photo of the recipient’s property.

PCI Compliance and Payment Processing

Are you at risk? Do you really understand what “PCI” means and why it is important to your business? Attend this session and learn a practical roadmap for ongoing compliance, as well as how to ensure everyone in your organization understands this process and its importance. Your company’s ability to process credit card transactions is reliant on your ability to ensure PCI compliance in a dynamic ever changing set of standards.

Quick Fit Scheduling

Scheduling is probably the most difficult juggling act you perform in your business. Learn about a new and easy way to schedule. Quick Fit Scheduling makes this task a breeze.

Using ALK Maps® – powered by PC Miler® – Routing Assistant™ provides more functionality, flexibility and speed! Retooled from the ground up to be easier to learn and use, you will learn in detail how to use Geocoding and Visual Route Designer. Some customers have described Visual Route Designer as fun to use.

SA4 New Features

Many new features are being rolled out in Service Assistant®. They were introduced during a general session, but there are bound to be unanswered questions. Get the answers you need during this session.

Service Assistant Utilities

There are more than 60 different utilities built into Service Assistant®. Utilities can be used to help correct problems, standardize data, change prices, and much more. This session reviews many of the commonly used utilities, explains what they do, and how to use them.

The Call Log

In a perfect world, customers would never have to repeat previous conversations they’ve had with your staff in order to resolve an issue. The Call Log brings your company one step closer to perfection! Learn how to correctly use this powerful tool. You’ll soon become masters of communication, much to your customers’ delight.

Year-End Procedures – Properly Close Out Your Year

The end is really just the beginning. Learn how to ready your system for the new season, by closing out the old year. Learn how to create new services for the upcoming season, set parameters, and perform price increases. Since it’s only performed once a year, you may need a refresher. For those who have never done it, this session is a must.